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Schwab Strategic Tr long term us shares owned by Private Advisor

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $741k 21k 34.99
2024-06-30 $842k 26k 32.81
2024-03-31 $629k 19k 33.73

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Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
Mml Investors Services
Ambassador Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
LPL Financial
Werba Rubin Papier Wealth Management
Principal Securities
Envestnet Portfolio Solutions
Royal Bank of Canada
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us